Bright Financial Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bright Financial Advisors’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$537K	Hold	2,115	–	–	0.25%	38
2025 Q4	$510K	Hold	2,115	–	–	0.24%	39
2025 Q3	$497K	Hold	2,115	–	–	0.24%	38
2025 Q2	$446K	Hold	2,115	–	–	0.25%	37
2025 Q1	$340K	Hold	2,115	–	–	0.21%	41
2024 Q4	$351K	Hold	2,115	–	–	0.22%	40
2024 Q3	$333K	Hold	2,115	–	–	0.21%	39
2024 Q2	$296K	Hold	2,115	–	–	0.21%	39
2024 Q1	$292K	Buy	+2,115	New	+$284K	0.22%	38

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Bright Financial Advisors's XAR Position: Q1 2026 in Review

Bright Financial Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 2,115 shares worth $537K. The position accounts for 0.25% of the portfolio, ranked #38.

Bright Financial Advisors first reported a position in XAR in Q1 2024 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Bright Financial Advisors held 2,115 shares of State Street SPDR S&P Aerospace & Defense ETF worth $537K as of Q1 2026.
Bright Financial Advisors left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.25% of Bright Financial Advisors's portfolio in Q1 2026, its #38 holding.
Bright Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 9 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.